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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SFG
4626
Sterling Financial Group
California
$298M +$20.5M +7% 6.3% 49.6% 73 16.44%
SC
4627
Sawyer & Company
Massachusetts
$298M +$50.3M +20% 12.4% 97.4% 218 27.06%
JGCM
4628
Joseph Group Capital Management
Ohio
$298M +$36.2M +14% 6.42% 58.4% 115 25.22%
MIM
4629
MTM Investment Management
South Carolina
$298M +$39M +15% 8.06% 80.5% 738 62.87%
CIM
4630
Corbyn Investment Management
Maryland
$298M +$29.1M +11% 8.19% 71.9% 65 4.62%
OWM
4631
Olympus Wealth Management
Utah
$298M +$69.9M +31% 8.89% 43.1% 21 4.76%
WWM
4632
Westwood Wealth Management
California
$298M +$65.7M +28% 36.5% 425% 49 10.2%
FC
4633
Farringdon Capital
United Kingdom
$298M +$99.2M +50% 6.13% 621 79.55%
SL
4634
SWMG LLC
Texas
$297M +$45.3M +18% 9.4% 61.3% 139 32.37%
WA
4635
Wambolt & Associates
Colorado
$297M +$2.75M +0.9% 9.71% 62.2% 176 6.25%
AFS
4636
Aft Forsyth & Sober
Florida
$297M +$10M +3% 16.2% 94.6% 73 19.18%
FS
4637
Ferguson Shapiro
Georgia
$297M +$28M +10% 7.43% 39.6% 78 21.79%
CCM
4638
Carmel Capital Management
California
$297M +$50.2M +20% 27.2% 265% 25 0%
VW
4639
Vance Wealth
California
$296M +$30.4M +11% 9.76% 66.4% 120 15%
BFS
4640
Bare Financial Services
Pennsylvania
$296M +$36.2M +14% 7.12% 1,322 37.97%
PC
4641
Promethos Capital
Massachusetts
$296M +$23.8M +9% 12.2% 85 54.12%
AA
4642
Altrafin AG
$296M +$38.9M +15% 17% 97.6% 52 17.31%
CFS
4643
CGC Financial Services
Oregon
$296M +$43.2M +17% 4.28% 41.1% 353 10.76%
KA
4644
Kooman & Associates
Pennsylvania
$296M +$23.2M +9% 9.34% 59.9% 51 11.76%
OFCM
4645
One Fin Capital Management
California
$296M +$91M +44% 18.2% 92% 24 66.67%
VIA
4646
Virtus Investment Advisers
Connecticut
$296M -$72M -20% 9.26% 172% 509 21.41%
BIP
4647
Bouvel Investment Partners
Pennsylvania
$296M +$29.7M +11% 25.1% 187% 99 48.48%
LAM
4648
LOM Asset Management
$296M 11.8% 252
HA
4649
Hamel Associates
New Jersey
$295M +$1.04M +0.4% 1.52% 50.6% 82 14.63%
CWM
4650
Cedar Wealth Management
California
$295M +$14.2M +5% 8.73% 68.1% 237 21.1%